WP
FEO

WealthShield Partners’s First Trust/abrdn Emerging Opportunity Fund FEO Stock Holding History

WealthShield Partners’s Portfolio FEO Stock Details FEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-566
Closed -$8K – 1215
2021
Q1 		$8K Buy
+566
New +$8.37K ﹤0.01% 871

Other funds holding FEO

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WealthShield Partners's FEO Position: Q2 2021 in Review

WealthShield Partners sold out of First Trust/abrdn Emerging Opportunity Fund (FEO) in Q2 2021, closing a stake of 566 shares — an estimated $8K sold.

WealthShield Partners first reported a position in FEO in Q1 2021 and held it in 1 quarter. The position peaked at $8K in Q1 2021. 21 funds tracked by Wall St. Rank hold FEO as of Q2 2021.

  • WealthShield Partners reported no remaining First Trust/abrdn Emerging Opportunity Fund position as of Q2 2021 after selling out during the quarter.
  • WealthShield Partners sold 566 First Trust/abrdn Emerging Opportunity Fund shares in Q2 2021, an estimated $8K.
  • WealthShield Partners first reported a position in First Trust/abrdn Emerging Opportunity Fund in Q1 2021 and held it in 1 quarter.
  • WealthShield Partners's First Trust/abrdn Emerging Opportunity Fund position peaked at $8K in Q1 2021.
  • 21 funds tracked by Wall St. Rank held First Trust/abrdn Emerging Opportunity Fund as of Q2 2021.

Based on WealthShield Partners's 13F filing for Q2 2021, filed 6 Aug 2021.